WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is 1.53 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $589,000 | +49.1% | 12,873 | +34.6% | 0.11% | +39.5% |
| Q3 2019 | $395,000 | -5.7% | 9,562 | +1.9% | 0.08% | -5.8% |
| Q2 2019 | $419,000 | -10.1% | 9,383 | -11.7% | 0.09% | -14.9% |
| Q1 2019 | $466,000 | -0.9% | 10,630 | -9.3% | 0.10% | -20.5% |
| Q4 2018 | $470,000 | -26.4% | 11,716 | -20.0% | 0.13% | -3.8% |
| Q3 2018 | $639,000 | -8.5% | 14,642 | -10.1% | 0.13% | -19.0% |
| Q2 2018 | $698,000 | -13.4% | 16,279 | -3.4% | 0.16% | -16.0% |
| Q1 2018 | $806,000 | +5.5% | 16,851 | +0.1% | 0.19% | +7.8% |
| Q4 2017 | $764,000 | +4.8% | 16,842 | -0.7% | 0.18% | -2.2% |
| Q3 2017 | $729,000 | +5.0% | 16,959 | +0.1% | 0.18% | +0.5% |
| Q2 2017 | $694,000 | +0.4% | 16,935 | +0.1% | 0.18% | 0.0% |
| Q1 2017 | $691,000 | +214.1% | 16,926 | +299.6% | 0.18% | +210.2% |
| Q2 2014 | $220,000 | +5.8% | 4,236 | 0.0% | 0.06% | +1.7% |
| Q1 2014 | $208,000 | – | 4,236 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 293,510 | $12,075,000 | 13.17% |
| MENLO ADVISORS LLC | 146,295 | $6,018,000 | 3.98% |
| VAUGHAN & Co SECURITIES, INC. | 89,571 | $3,685,000 | 3.27% |
| Asset Management Advisors, LLC | 82,650 | $3,400,000 | 3.10% |
| ASPIRIANT, LLC | 963,418 | $39,632,000 | 2.70% |
| Larson Financial Group LLC | 155,648 | $6,403,000 | 2.18% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,842,000 | 1.94% |
| AVANTAX ADVISORY SERVICES, INC. | 1,891,043 | $77,705,000 | 1.85% |
| McNamara Financial Services, Inc. | 107,758 | $3,797,000 | 1.29% |
| JNBA Financial Advisors | 186,971 | $7,692,000 | 1.26% |